§ 13F · FUND PROFILE
Legend Financial Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $163M (13F)Positions · 39Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | 176K | $15M | 10.0% | −10% |
| 2 | QQQ | INVESCO QQQ TR | 25K | $14M | 9.3% | +1% |
| 3 | SOXX | ISHARES TR | 43K | $14M | 9.2% | −11% |
| 4 | FNDX | SCHWAB STRATEGIC TR | 383K | $11M | 6.9% | ±0% |
| 5 | VIOV | VANGUARD ADMIRAL FDS INC | 100K | $10M | 6.5% | +2% |
| 6 | VO | VANGUARD INDEX FDS | 35K | $10M | 6.5% | +20% |
| 7 | DJP | BARCLAYS BANK PLC | 199K | $10M | 6.2% | −3% |
| 8 | LCR | MANAGED PORTFOLIO SERIES | 252K | $9M | 6.1% | +2% |
| 9 | IAK | ISHARES TR | 56K | $7M | 4.6% | +2% |
| 10 | XME | SPDR SERIES TRUST | 66K | $7M | 4.6% | −29% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGEND SIGNAL
AC read
Legend Financial Advisors, Inc. is a Other fund managing $163 million in assets. The fund runs a portfolio of 39 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed